Institutional Ownership Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX). We have compiled data on the 666 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $8.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
64,236
shares
|
$2.06 Million
1.23% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
63,758
shares
|
$2.04 Million
0.57% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
63,709
shares
|
$2.04 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
62,599
shares
|
$2 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
62,411
shares
|
$2 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
62,334
shares
|
$2 Million
1.32% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
61,640
shares
|
$1.97 Million
0.15% of portfolio
|
Q3 2025
Added 148.28%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
61,556
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
60,775
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
60,586
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
60,457
shares
|
$1.94 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
60,318
shares
|
$1.93 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
60,194
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2025
Added 27.3%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
60,111
shares
|
$1.92 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
59,269
shares
|
$1.9 Million
1.24% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
59,138
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
59,128
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Reduced 30.66%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
58,367
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
58,012
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
57,551
shares
|
$1.84 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
57,468
shares
|
$1.84 Million
1.28% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
57,240
shares
|
$1.83 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
56,078
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
55,583
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 97.28%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
54,124
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.86%
|
|